Trudy HORN signed Joint Board of Trustees, NW Bricklayers & Allied Craftworkers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Board of Trustees, NW Bricklayers & Allied Craftworkers' EIN is 91-1832764.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees, NW Bricklayers & Allied Craftworkers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joint Board of Trustees, NW Bricklayers & Allied Craftworkers' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCOTT CAPITAL ADVISORS | 84-4636104 | PORTLAND, OR | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDDLETON & CO CPA PC | 93-0809066 | — | NONE | $25K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellington Admiral 423,218.018 units, Mutual Fund | Mutual Funds | — | $423K | $31.3M | 83.9% | |
| Vanguard 500 Index 1,858.546 units, Mutual Fund | Common Collective Trusts | — | $2K | $1.0M | 2.7% | |
| Vanguard Growth Index FD Adm 4,039.937 units, Mutual Fund | Mutual Funds | — | $4K | $853K | 2.3% | |
| similar party including maturity date, etc. ** (e) Current Value * Schwab Value Advantage Money Fund Ultra 797,748.52 units, Money Market | Mutual Funds | — | $798K | $798K | 2.1% | |
| Blackrock MidCap Growth Equity K 15,005.951 units, Mutual Fund | Other securities | — | $15K | $654K | 1.8% | |
| Vanguard Small Cap Index Adm 4,745.492 units, Mutual Fund | Mutual Funds | — | $5K | $546K | 1.5% | |
| Vanguard Mid Cap Val Index Adm 5,568.416 units, Mutual Fund | Mutual Funds | — | $6K | $467K | 1.3% | |
| Dodge & Cox Income Fund F 22,388.541 units, Mutual Fund | Mutual Funds | — | $22K | $277K | 0.7% | |
| Lord Abbett Short Dur Income CL R6 70,238.968 units, Mutual Fund | Mutual Funds | — | $70K | $271K | 0.7% | |
| Vanguard Equity Inc FD Adm 1,890.527 units, Mutual Fund | Mutual Funds | — | $2K | $167K | 0.4% | |
| Vanguard Target Retirement 2035 5,940.358 units, Mutual Fund | Mutual Funds | — | $6K | $142K | 0.4% | |
| Vanguard Total Intl Stock Idx Adm 4,013.877 units, Mutual Fund | Common Collective Trusts | — | $4K | $127K | 0.3% | |
| Vanguard Target Retirement 2030 3,251.635 units, Mutual Fund | Mutual Funds | — | $3K | $123K | 0.3% | |
| Vanguard Target Retirement 2025 6,186.659 units, Mutual Fund | Mutual Funds | — | $6K | $116K | 0.3% | |
| Vanguard Target Retirement Income 4,338.080 units, Mutual Fund | Mutual Funds | — | $4K | $57K | 0.2% | |
| Loomis Sayles Inv Grade Bond Fund CL N 5,724.727 units, Mutual Fund | Other securities | — | $6K | $56K | 0.1% | |
| Vanguard Target Retirement 2065 1,445.054 units, Mutual Fund | Mutual Funds | — | $1K | $49K | 0.1% | |
| Vanguard Target Retirement 2050 410.613 units, Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Target Retirement 2045 620.510 units, Mutual Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Vanguard Target Retirement 2055 291.131 units, Mutual Fund | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2040 83.788 units, Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2060 20.487 units, Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $74K | — |
| BRADLEY L MIDDLETON, PC | 93-1215960 | — | NONE | $31K | — |
| MASONRY INDUSTRY TRUST ADMIN. | 93-1144705 | — | NONE | $23K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $13K | — |
| MARKEL AMERICAN INS. CO. | 54-1398877 | — | NONE | $12K | — |
